Client Associate

Posted: 2 weeks ago


*** Bilingual (spanish),
**6 month assignment
- financial background or accounting background.
- strong attention to detail (will be working on remediation project).
- strong follow up and prioritizing skills.
- comfortable with excel.

Role Purpose:
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:
* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activitie
* Identify service opportunities for clients